Kyle Rainwater, financial advisor Irving TX
60 score

Kyle Rainwater

CRD Number: 5958086
Current Firm: United Capital Financial Advisers

Kyle Rainwater (CRD# 5958086) is an Investment Advisor Representative working at United Capital Financial Advisers in Irving, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Jan 2012 - Current 4
United Capital Financial Advisers, LLC Irving, TX Oct 2011 - Current 5
Peak Capital Investment Services Irving, TX Jul 2011 - Oct 2011 < 1
Bank Of America Corporation Plano, TX Apr 2007 - Jul 2011 4
Countrywide Financial Corporation Plano, TX Feb 2005 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Kyle M. Rainwater
Phone Number: 949-999-8500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
60

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